Addepar streamlines the increasing complexities of modern investment management into one seamless platform: comprehensive data aggregation, unmatched data integrity, flexible analytics, intuitive reporting, limitless customization and interactive portals. Addepar empowers advisors to increase client satisfaction, business efficiency and business growth: Welcome to the future of investment management.
Type
Private
HQ
Mountain View, US
Founded
2009
Employees
233 (est)+4%
Addepar was founded in 2009 and is headquartered in Mountain View, US

Key People at Addepar

Joe Lonsdale

Joe Lonsdale

Co-Founder, Chairman
Daniel Bookstaber

Daniel Bookstaber

Vice President of Platform

Addepar Locations

Mountain View, US
New York, US
Chicago, US

Addepar Metrics

Addepar Summary

Founding Date

2009

Total Funding

$65.8 M

Latest funding size

$50 M

Time since last funding

over 2 years

Investors

Addepar's latest funding round of $50 M was in May 2014. In total, Addepar has raised $65.8 M.

Addepar Online Presence

Addepar Company Life

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